DFX Intelligence
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Allocators
Indianapolis, IN
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $505,376 | Jun 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C•••••• S••••• B••• | trustee | Jul 1, 2024 | Jun 30, 2025 | no | fact | Dol form 5500 pension |
| U•• C••••••••• G•••• | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Jun 30, 2025 |
| Derived |
| Registered investment companies | n/a | n/a | n/a | 97 | $33.0M | Jun 30, 2025 | Derived |
| Investment adviser |
| Jul 1, 2022 |
| Jun 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| C•••••• S••••• T•••• | trustee | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |